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Gilliland Jeter Wealth Management’s Eaton ETN Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-414
Closed -$137K – 317
2024
Q3 		$137K Hold
414
– – 0.04% 193
2024
Q2 		$130K Hold
414
– – 0.04% 193
2024
Q1 		$129K Buy
+414
New +$113K 0.05% 196

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gilliland Jeter Wealth Management's ETN Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Eaton (ETN) in Q4 2024, closing a stake of 414 shares — an estimated $137K sold.

Gilliland Jeter Wealth Management first reported a position in ETN in Q1 2024 and held it in 3 quarters. The position peaked at $137K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 414 Eaton shares in Q4 2024, an estimated $137K.
  • Gilliland Jeter Wealth Management first reported a position in Eaton in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Eaton position peaked at $137K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.